Stephen Koh Email & Phone Number
Vice President and Agency Supervisory Officer @ Golden Summit Wealth & Insurance Solutions
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Stephen Koh Location
- California, United States
Stephen Koh Work
- 2007 -now Vice President and Agency Supervisory Officer @
- 2007 -2011 Vice President @
- 2012 -2014 Adjunct Professor, College of Busienss and Economics @
- 2005 -2007 Agency Sales Director @
- 2002 -2005 Manager Financial Services @
- 2002 -2005 Manager Financial Services @
- 1986 -2002 Regional Vice President @ AXA Financial
- 1986 -2002 Regional Vice President @ AXA Financial
Stephen Koh Education
- The American College of Financial Services
Chartered Leadership Fellow (Financial Planning and Services)
2009-2011 - Sonoma State University
MA (Management)
1981-1982 - University of Wolverhampton
BSc (Mechanical Engineering)
1975-1978
Stephen Koh Skills
- Long Term Care
- Sales
- Investment Strategies
- Leadership
- Cash Management
- Employee Benefits
- Underwriting
- Research
- Executive Management
- Investment Advisory
- Life Insurance
- Insurance
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Risk Management
- Term Life Insurance
- Estate Planning
- Relationship Management
- Series 63
- Strategic Planning
- Economics
- Series 6
- Mutual Funds
- SAN
- Higher Education
- Marketing
- 401k
- Series 7
- Financial Planning
- Investments
- FINRA
- Retirement Planning
- Financial Advisory
- Disability Insurance
- Financial Services
- Succession Planning
- Business Planning
- Mergers and Acquisitions
- Securities
- Finance
- Recruiting
- Strategic Financial Planning
- Banking
- Financial Planners
- Strategy
- Asset Management
- Equities
- Financial Analysis
- Retirement
- Small Business
- Health Insurance
- Asset Allocation
- IRAs
Stephen Koh Summary
- Stephen Koh, based in California, United States, is currently a Vice President and Agency Supervisory Officer at MassMutual Northern California. Stephen Koh brings experience from previous roles at MassMutual Northern California, California State University, East Bay, Metlife and Prudential. Stephen Koh holds a 2009 - 2011 Chartered Leadership Fellow in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Long Term Care, Sales, Investment Strategies, Leadership, Cash Management and more. Stephen Koh has 1 emails and 3 mobile phone numbers on RocketReach.
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